刚刚，超级利好！直线暴涨！

Group 1 - Meta has signed a multi-year agreement with AMD to deploy up to 6 gigawatts (GW) of GPUs in AI data centers, following a previous commitment to use NVIDIA processors [1][2] - AMD's CEO stated that the company is providing high-performance, energy-efficient infrastructure optimized for Meta's workloads, positioning AMD at the core of global AI development [1] - Meta plans to invest up to $135 billion in capital expenditures this year, aiming to build 30 data centers, with 26 located in the U.S. [1] Group 2 - The agreement is a significant advancement for AMD, which currently lags behind NVIDIA in the AI chip market, holding only a fraction of the market share [2] - Analysts estimate the value of the agreement could reach several billion dollars over at least four years, as deploying 6 GW of capacity will take considerable time [2] - Meta is expected to begin deploying the first 1 GW of computing capacity later this year [2] Group 3 - As part of the agreement, AMD will grant Meta warrants to purchase up to 160 million shares of AMD stock at $0.01 per share, contingent on achieving certain milestones [2][3] - Meta is now AMD's second-largest customer, making its growth increasingly critical for AMD [3] - AMD's sales were projected at $34.6 billion last year, with an expected revenue growth of 34% this year, indicating that even an additional $10 billion in sales could accelerate its competition with NVIDIA [3]